We are live on ! Find out more
WU icon

Western Union

555 hedge funds and large institutions have $9.72B invested in Western Union in 2014 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 197 increasing their positions, 229 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more call options, than puts

Call options by funds: $99.2M | Put options by funds: $47.2M

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

6% more capital invested

Capital invested by funds: $9.17B → $9.72B (+$555M)

1.65% more ownership

Funds ownership: 101.99%103.64% (+1.6%)

2% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 42

1% less funds holding

Funds holding: 560555 (-5)

14% less repeat investments, than reductions

Existing positions increased: 197 | Existing positions reduced: 229

Holders
555
Holders Change
-5
Holders Change %
-0.89%
% of All Funds
15.95%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.37%
New
43
Increased
197
Reduced
229
Closed
42
Calls
$99.2M
Puts
$47.2M
Net Calls
+$52M
Net Calls Change
+$21.3B
Name Holding Trade Value Shares
Change
Change in
Stake
GLI
501
Guardian Life Insurance
New York
$54K
AAM
502
Advisors Asset Management
Colorado
$52K -$1.61K -100 -3%
FBT
503
Founders Bank & Trust
Michigan
$52K
QBFM
504
QS Batterymarch Financial Management
New York
$50K -$559K -34,616 -92%
BPBT
505
Boston Private Bank & Trust
Massachusetts
$49K -$101K -6,249 -69%
WTC
506
WhitTier Trust Company
Nevada
$49K -$26.9K -1,665 -37%
CFA
507
Carroll Financial Associates
North Carolina
$49K -$4.85K -300 -10%
AC
508
Alexandria Capital
Virginia
$49K
OP
509
Oldfield Partners
United Kingdom
$49K +$45.2K +2,800 New
LBG
510
Lloyds Banking Group
United Kingdom
$46K -$2.27M -140,235 -98%
PTC
511
Private Trust Company
Ohio
$42K -$16.2K -1,000 -29%
SAMC
512
Shinko Asset Management Company
Japan
$40K
FQ
513
First Quadrant
California
$36K
Envestnet Asset Management
514
Envestnet Asset Management
Illinois
$34K -$254K -15,731 -89%
OIA
515
Optimum Investment Advisors
Illinois
$34K -$16.2K -1,000 -34%
PAS
516
Partnervest Advisory Services
California
$33K
MAM
517
Mizuho Asset Management
Japan
$29K
HR
518
Howe & Rusling
New York
$26K -$5.01K -310 -17%
MFS
519
MSI Financial Services
Massachusetts
$24K +$15.4K +955 +210%
DAM
520
Delta Asset Management
Tennessee
$22K
M
521
MOTCO
Texas
$19K -$10K -620 -36%
WTB
522
Washington Trust Bank
Washington
$17K
WRM
523
Westport Resources Management
Connecticut
$17K
BGIM
524
Brandywine Global Investment Management
Pennsylvania
$15K -$1.64M -101,613 -99%
TCOV
525
Trust Company of Vermont
Vermont
$14K -$163K -10,115 -92%

WU Hedge Fund Activity: Q2 2014 in Review

555 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q2 2014, worth a combined $9.72B — up 6.1% from $9.17B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new WU positions and 42 closed out — a net gain of 1 holder — while 197 added to existing stakes and 229 trimmed.

The largest buyer was Discovery Capital Management, opening a new position worth an estimated $113M. The largest seller was Burgundy Asset Management, exiting entirely with an estimated $97.9M sold.

  • 555 institutional investors held Western Union (WU) as of Q2 2014, down from 560 in Q1 2014.
  • Funds reported $9.72B of Western Union stock for Q2 2014, up 6.1% quarter-over-quarter.
  • 43 funds opened new Western Union positions in Q2 2014 and 42 closed out, a net change of +1 holder.
  • The largest Western Union buyer in Q2 2014 was Discovery Capital Management, an estimated $113M added.
  • The largest Western Union seller in Q2 2014 was Burgundy Asset Management, an estimated $97.9M sold.

Based on aggregated 13F filings for Q2 2014.